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Wealth Reviews Jobs (NOW HIRING)

Morton Wealth

Wealth Advisor

Calabasas, CA · On-site

Morton Wealth is currently looking for talented individuals who are interested in future ... Oversee the accuracy of client planning services and review portfolio for recommendations/changes.

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

The Wealth Architect is primarily responsible for the ongoing management and retention of existing ... Review Quarterly Reports (ensure proper titling, benchmarks, billing). * Communicate with Client ...

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Independence, OH · On-site

$90K - $120K/yr

GENERAL The Wealth Advisor serves as the primary advisor and relationship manager for an assigned ... Lead regular client review meetings, proactively identifying opportunities for additional value and ...

Seven Springs Wealth Group

Wealth Advisor

Brentwood, TN · On-site

... reviews, require substantially more. The entities have bookkeepers, and the largest has its own ... Wealth management, financial planning, or investment advisory * Corporate finance, FP&A, strategic ...

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Wealth Reviews information

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$75K

$97.7K

$117K

How much do wealth reviews jobs pay per year?

As of Aug 16, 2026, the average yearly pay for wealth reviews in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What are wealth reviews?

Wealth Reviews are comprehensive assessments of a client's financial situation, typically conducted by financial advisors or wealth managers. These reviews evaluate assets, liabilities, income, expenses, and investment portfolios to ensure that financial strategies align with the client’s goals. The process often includes analyzing risk tolerance, estate planning, tax considerations, and retirement planning. Wealth Reviews help clients optimize their financial plans and make informed decisions about their future. Regular reviews are recommended to adapt to changing life circumstances and market conditions.

What are common challenges faced by professionals in wealth reviews, and how can they be managed effectively?

Professionals in Wealth Reviews often encounter challenges such as staying updated with evolving regulatory requirements, managing complex client portfolios, and balancing thorough due diligence with timely service delivery. Effective management involves ongoing training, leveraging compliance resources, and using robust digital tools to streamline documentation and analysis. Strong communication with both clients and internal teams is also crucial to ensure accuracy and build trust throughout the review process.

What are the key skills and qualifications needed to thrive as a wealth review analyst, and why are they important?

To thrive as a Wealth Review Analyst, you need a solid background in finance, investment analysis, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and customer relationship management (CRM) tools is typically required. Strong analytical thinking, attention to detail, and effective communication skills set top performers apart in this role. These capabilities ensure accurate assessments, tailored financial recommendations, and trust-building with clients, which are critical for client satisfaction and regulatory adherence.

What is the difference between Wealth Reviews vs Financial Advisor?

AspectWealth ReviewsFinancial Advisor
CredentialsMay include certifications like CFP, CFA, or industry-specific reviewsTypically requires CFP, CFA, or similar financial planning certifications
Work EnvironmentOnline platforms, review sites, or consulting firmsClient offices, banks, or independent practices
Employer & Industry UsageUsed by consumers to evaluate financial servicesHired by clients for personalized financial planning
Search & Comparison IntentResearching reputation and service quality of financial professionalsSeeking personalized financial advice and planning

Wealth Reviews primarily focus on evaluating and comparing financial professionals or firms based on client feedback and service quality. Financial Advisors, on the other hand, provide personalized financial planning and investment advice directly to clients. While both are related to financial services, Wealth Reviews help consumers make informed decisions about which Financial Advisor to choose.

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Cities with the most Wealth Reviews job openings:

What states have the most Wealth Reviews jobs?

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Wealth Reviews jobs near you
Infographic showing various Wealth Reviews job openings in the United States as of August 2026, with employment types broken down into 71% Full Time, 19% Part Time, and 10% Contract. Highlights an 95% In-person, and 5% Hybrid job distribution, with an average salary of $97,727 per year, or $47 per hour.

Wealth Advisor

Morton Wealth

Calabasas, CA • On-site

Full-time

Re-posted 19 days ago

Job description

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in assets across 1,200+ families. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.
At Morton, our Wealth Advisors are key contributors to our organization, as their primary responsibility is to foster deep relationships with each of our clients. Through regular and transparent communication, our Wealth Advisors ensure our clients feel valued and understood, fostering a sense of stability and partnership. The expectation is that our advisors prioritize building trust and rapport with our clients to create an amazing experience that ultimately leads to client referrals. Additionally, Wealth Advisors play a critical role in fostering collaboration between the Client Service, Operations and Financial Planning teams to ensure timely execution of any tasks related to their clients.
Requirements
Daily responsibilities include:
  • Provide clients with investment and financial planning advice, which includes: overseeing portfolio design, making new alternative investment recommendations and general client communication regarding investments.
  • Connect with clients on a regular basis via text, video, phone or social gathering.
  • Oversee the accuracy of client planning services and review portfolio for recommendations/changes.
  • Provide each client with a "WOW" moment at least once per year.
  • Coordinate with trading team regarding new deposits and cash buildup.
  • Network with professionals that can help fulfill client needs and solve problems.
  • Grow the revenue of the organization through wallet share, client and personal network referrals and Morton generated leads.
  • Execute the prospect experience through connect calls, prospect meetings, prospect proposals and onboarding oversight.
  • Actively participate in weekly advisor growth meetings and contribute to the development of your peers.

Our ideal candidate for this role will strive to reflect our core values in the following ways:
  • Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks.
  • Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
  • Empathy - Has good communication skills and understands how the role fits into company goals.
  • Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with role and strives for efficiency.
  • Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the larger objectives of the entire firm.
  • Enjoyment - Works well as part of a team and participates in Morton events.

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